A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 1,819 shares of CRM stock, worth $485,309. This represents 0.4% of its overall portfolio holdings.

Number of Shares
1,819
Previous 1,819 -0.0%
Holding current value
$485,309
Previous $547,000 14.63%
% of portfolio
0.4%
Previous 0.47%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

SELL
$251.12 - $316.88 $16,322 - $20,597
-65 Reduced 3.45%
1,819 $547,000
Q3 2023

Nov 01, 2023

SELL
$202.49 - $234.37 $101,245 - $117,185
-500 Reduced 20.97%
1,884 $382,000
Q2 2023

Aug 02, 2023

SELL
$188.89 - $223.38 $75,556 - $89,352
-400 Reduced 14.37%
2,384 $503,000
Q1 2023

May 11, 2023

SELL
$134.8 - $199.78 $7,144 - $10,588
-53 Reduced 1.87%
2,784 $556,000
Q4 2022

Jan 27, 2023

BUY
$128.21 - $165.27 $34,360 - $44,292
268 Added 10.43%
2,837 $376,000
Q3 2022

Nov 02, 2022

SELL
$143.84 - $191.27 $2,732 - $3,634
-19 Reduced 0.73%
2,569 $370,000
Q2 2022

Aug 05, 2022

BUY
$155.6 - $218.85 $21,939 - $30,857
141 Added 5.76%
2,588 $427,000
Q4 2021

Feb 10, 2022

BUY
$247.21 - $309.96 $604,922 - $758,472
2,447 New
2,447 $622,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
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